Stansberry Asset Management’s Healthcare Realty HR Stock Holding History

Stansberry Asset Management’s Portfolio HR Stock Details HR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-43,505	Closed	-$717K	–	128
2024 Q2	$717K	Sell	43,505 -6,518	-13%	-$99.7K	0.09%	107
2024 Q1	$708K	Buy	50,023 +1,798	+4%	+$27.1K	0.1%	108
2023 Q4	$831K	Sell	48,225 -288,898	-86%	-$4.41M	0.14%	97
2023 Q3	$5.15M	Buy	337,123 +5,907	+2%	+$105K	0.9%	39
2023 Q2	$6.25M	Sell	331,216 -1,768	-0.5%	-$34.1K	1.14%	31
2023 Q1	$6.44M	Sell	332,984 -9,746	-3%	-$196K	1.25%	30
2022 Q4	$6.6M	Sell	342,730 -40,343	-11%	-$792K	1.36%	27
2022 Q3	$7.99M	Sell	383,073 -66,017	-15%	-$1.68M	1.73%	22
2022 Q2	$12.5M	Buy	+449,090	New	+$13.3M	2.67%	13

Other funds holding HR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stansberry Asset Management's HR Position: Q3 2024 in Review

Stansberry Asset Management sold out of Healthcare Realty (HR) in Q3 2024, closing a stake of 43,505 shares — an estimated $717K sold.

Stansberry Asset Management first reported a position in HR in Q2 2022 and held it in 9 quarters. The position peaked at $12.5M in Q2 2022. 410 funds tracked by Wall St. Rank hold HR as of Q3 2024.

Stansberry Asset Management reported no remaining Healthcare Realty position as of Q3 2024 after selling out during the quarter.
Stansberry Asset Management sold 43,505 Healthcare Realty shares in Q3 2024, an estimated $717K.
Stansberry Asset Management first reported a position in Healthcare Realty in Q2 2022 and held it in 9 quarters.
Stansberry Asset Management's Healthcare Realty position peaked at $12.5M in Q2 2022.
410 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2024.

Based on Stansberry Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.